How to duplicate an Invoice.

Duplicating an invoice refers to creating multiple invoices with identical or very similar details for the same transaction.

Duplicating an Invoice on Simplebks: A Step-by-Step Guide

Step 1: Log in to your Simplebks account at http://app.simplebks.com.

Step 2: Navigate to 'Sales & Invoicing’ on the left side of the dashboard and click on 'Invoicing.'

Step 3: Locate the Invoice to Duplicate:

• Find the invoice you wish to duplicate.

Step 4: Access Duplicate Option:

• Move to "Actions" and click on the 3-dot icon next to the invoice.

Step 5: Select Duplicate:

• From the dropdown, click on "Duplicate" to view the duplicated invoice.

Step 6: Edit the Duplicated Invoice:

• After duplicating, you can edit the invoice as needed.

• Click on "Preview" to review the duplicated invoice.

Step 7: Approve:

• Click on "Approved" to finalize the duplicated invoice.

Step 8: Confirmation:

• Receive confirmation that the invoice has been duplicated successfully.